Anic Equity¶
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Total return since start: 0.558 %¶
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Equity now: -----------------------------> 47591.4 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46193.38 Kr¶
PnL: ---------------------------------------> -695.19 Kr¶
DD now: ---------------------------------> -2.135 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 13:21:02.940948'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 1.750000 | 3195.000000 | 268.000000 | 9.160000 | 2927.000000 |
| HMS Networks | 2 | 0.210000 | 781.600000 | 108.600000 | 16.140000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.560000 | 3534.520000 | 80.520000 | 2.330000 | 3453.999992 |
| HEBA B | 70 | -3.610000 | 2709.000000 | 73.000000 | 2.770000 | 2636.000010 |
| MedCap | 2 | 0.210000 | 468.000000 | 47.000000 | 11.160000 | 421.000000 |
| SAAB B | 8 | -0.090000 | 3416.800000 | 39.800000 | 1.180000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.880000 | 384.400000 | 29.400000 | 8.280000 | 355.000000 |
| AcadeMedia | 12 | 1.120000 | 585.840000 | 28.840000 | 5.180000 | 557.000004 |
| Resurs Holding | 22 | -1.370000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| Swedbank A | 3 | 0.280000 | 591.000000 | 27.000000 | 4.790000 | 564.000000 |
| OEM International B | 7 | 0.640000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.550000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Intrum | 4 | -0.910000 | 543.000000 | 16.000000 | 3.040000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Securitas B | 6 | -1.900000 | 576.840000 | 6.840000 | 1.200000 | 570.000000 |
| Corem Property Group B | 59 | -5.050000 | 582.630000 | 5.630000 | 0.980000 | 576.999999 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.730000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Creaspac SPAC | 6 | -0.620000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.630000 | 532.000000 | 0.000000 | 0.000000 | 532.000000 |
| Handelsbanken A | 5 | 0.650000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Boozt | 12 | -1.720000 | 1641.600000 | -12.400000 | -0.750000 | 1653.999996 |
| Midsona B | 63 | 0.000000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| CTEK | 13 | -0.990000 | 504.530000 | -29.470000 | -5.520000 | 533.999999 |
| Essity B | 2 | 1.720000 | 543.600000 | -30.400000 | -5.300000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.090000 | 562.000000 | -32.570000 | -5.480000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.830000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Essity A | 4 | 1.490000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Vivesto | 1368 | -1.190000 | 547.470000 | -65.530000 | -10.690000 | 612.999432 |
| Fasadgruppen Group | 35 | 0.950000 | 3724.000000 | -87.000000 | -2.280000 | 3810.999990 |
| Beijer Electronics Group | 26 | 3.550000 | 2880.800000 | -90.200000 | -3.040000 | 2971.000006 |
| OX2 | 18 | 1.370000 | 1465.200000 | -198.800000 | -11.950000 | 1663.999992 |
| Axfood | 13 | 1.760000 | 3528.200000 | -227.800000 | -6.060000 | 3756.000001 |
| Ovzon | 52 | -2.060000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46193.380000 | -695.190000 | -2.1355% | 46888.564618 |
Updated:¶
'2023-01-30 13:21:15.850973'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
